The Client-centred Blog

Welcome to The Client Centred Blog; Free content that shares a fresh approach to thriving as a financial professional in a rapidly changing environment.

This blog has its foundation in a new understanding of the human mind that gives you the ultimate platform for creating better results, thriving under any circumstances and living the life you want.     

I invite you to explore the materials, reflect upon how it relates to you and your business and enjoy the benefits.

Getting the impossible things done

Do you want to get things done? By this I do not mean your day-to-day routine work. I mean projects that are significant accomplishments in your life. What is on your ‘impossible’ list? *Writing the book you have always wanted to write? *Completely re-engineering your business? *Learning a new skill or ability? *Creating financial security?…

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Why vulnerability is the key to exceptional client relationships

What is the one thing that stops advisers engaging their clients in deeper, emotionally engaging conversations?
It is vulnerability or rather the fear of being vulnerable.
If we take a conversation into unchartered territory, we are afraid of what we might find. We are afraid that we may not be able to handle the responses we might get.
And so we stick to what we know and in doing so we by-pass the opportunity for real connection.

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Labels are for jars, not people

Have you ever been told you are not listening? I have. It did not feel good and I thoroughly deserved it. I was new to coaching and was very enthusiastic about sharing my knowledge with my client. So enthusiastic that I thought what I had to say was more important than what he had to…

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How do you measure your success when life is completely unpredictable?

If there was one thing we learned in 2020 is that life is unpredictable. None of us really know what is going to happen in the next hour, day, week, or month, do we? We can make plans, set goals, have expectations and yet just as we have all recently experienced, we have little control…

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Do you love what you do?

Going back a while I was invited to speak at an event for advisers at The Etihad stadium in Manchester. I spoke about creating better client engagement through being curious about what it is that clients want from life rather than just focusing on products and investments. After my presentation had finished there was a…

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Getting out of your own way

I was recently in conversation with a client and he said to me that the next month at work was going to be difficult. So, I asked him why he thought that and he explained that several staff were due to be away on training and this was going to create all sorts of problems…

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Keeping your hand out of the jar

In Africa there is a technique that hunters use to catch monkeys. Ordinarily, because monkeys are intelligent and cunning, they are extremely hard to trap but there is a way. A small jar with a certain size neck is placed where the monkeys frequent and inside the jar are placed the monkeys favourite nuts. The…

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Shoulder Taps

The impact you can have on another human being has a lot to do with how much you realise you can impact them. How do you see your role as an adviser? You can operate at the level of arranging transactions, you can see yourself as providing a service or you can realise there is…

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Why regulation will never improve the public’s trust in Financial Services (and what can)

Most people I come across in Financial Services are caring, dedicated and highly professional people who do great work for their clients. On top of this a great many of those, like you, continually strive to improve and I have huge respect for this because it takes time, effort and is arduous as well as…

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Dealing with difficult people

Have you ever encountered a difficult person? Maybe you have a client, co-worker or employee who you think about in this way? I was on a coaching call with a client recently and he recounted a situation with an employee. This employee had behaved in such a way that there was potential for disciplinary proceedings….

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